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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,026 | $132,634-25.3% | $115,768-14.5% | $137,256-27.9% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.4%-9.7pp | 80.0%-15.3pp |
| Annual return | 16.12% | 160.70%-144.6pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $788 | $3,360-76.6% | $2,940-73.2% | $4,156-81.0% |
| Participant deferral / active EE | $5,302 | $5,619-5.6% | $4,917+7.8% | $6,407-17.3% |
| Admin fee / account holder | $1,705 | $15,028-88.7% | $12,439-86.3% | $12,270-86.1% |